Fred E. Winter

Fred E. Winter, CPA - Founder & Chairman of the Board

Fred is the founder and Chairman of the Board of Heritage Trust. He is a Certified Public Account, 1975, and Personal Financial Specialist, 1990, and has practiced as a CPA in Taos, New Mexico, since 1980. Fred obtained a MBA in 1973 from Columbia University in New York, and began his career at the Federal Reserve Bank in Kansas City and then at Coopers & Lybrand. With deep family roots in the banking industry, and understanding the need for an independent trust company in Northern New Mexico, the establishment of Heritage Trust in 1994 was a natural progression in his business career. In addition, Fred was one of the founding members of Taos Community Foundation, and currently serves on the Board of Directors of the Taos School of Music, as well as the Finance Committee of Santa Fe Community Foundation. Fred is an active athlete, spending his free time training for and participating in 10Ks, half-marathons and triathlons.

Contact

Toll Free : 800.850.7775 x 202
Taos : 575.758.7700 x 202
Albuquerque : 505.758.7736 x 202
Santa Fe : 505.473.7770 x 202

Meet The Rest of Our Team